In this episode of "The Deep Dive" podcast, Jay talks to Clint Sorenson, the CEO of WealthShield. Sorenson returns to the show to discuss his work helping independent advisors build professional asset management strategies. His firm offers a customizable approach to investment, prioritizing client financial objectives over traditional benchmarks. Plus, he explores the benefits of private market investments, including their potential for higher returns and their tendency to encourage longerterm investment strategies.

Clint is the cofounder of WealthShield, where he focuses on innovating and accelerating the investment landscape. He holds certifications as a Chartered Market Technician and Chartered Financial Analyst. Prior to WealthShield, he worked as a financial consultant at Gunnet, Best & Sorenson Financial Group of Wells Fargo Advisors. Clint is a graduate of the University of North Carolina at Chapel Hill and currently resides in Charlotte.

00:00 Introduction
00:41 Well Shield's Investment Philosophy and Client Focus
3:37 PreIPO Market and its Advantages
7:46 Client Behavior, Benchmarking, and the Role of the Client Portal
11:48 Future of Financial Advice and Closing Thoughts

Clint Sorenson Breaks Down Strategies for Independent Advisors | The Deep Dive | S1 E6